Webster Financial Corporation

Informe acción NYSE:WBS

Capitalización de mercado: US$11.7b

Webster Financial Dirección

Dirección controles de criterios 3/4

El CEO de Webster Financial es John Ciulla , nombrado en Jan 2018, tiene una permanencia de 8.42 años. compensación anual total es $8.20M, compuesta por 13.7% salario y 86.3% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.19% de las acciones de la empresa, por valor de $22.19M. La antigüedad media del equipo directivo y de la junta directiva es de 4 años y 6 años, respectivamente.

Información clave

John Ciulla

Chief Executive Officer (CEO)

US$8.2m

Compensación total

Porcentaje del salario del CEO13.71%
Permanencia del CEO8.4yrs
Participación del CEO0.2%
Permanencia media de la dirección4yrs
Promedio de permanencia en la Junta Directiva6yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa May 31

WBS: Santander Deal Risks And Mixed Ratings Will Shape Future Outlook

Narrative Update: Analyst View on Webster Financial The updated analyst price target for Webster Financial edges up by about $0.54 to $74.29, as analysts weigh recent target cuts, a new Neutral initiation, and a downgrade, alongside assumptions for slightly higher revenue growth, profit margins, and discount rates, as well as a modestly lower future P/E multiple. Analyst Commentary Recent Street research on Webster Financial reveals a mix of optimism around deal terms and caution around deal risk and valuation, which feeds into the updated price target assumptions.
Seeking Alpha May 07

Webster Financial: Santander Deal Leaves Limited Upside While Credit Risks Build

Summary Webster Financial is fully priced, with the share price closely tied to the $12.3B Santander merger set for late 2026. WBS benefits from its HSA Bank segment, providing a stable, low-cost deposit base and supporting above-average net interest margins versus peers. Operational efficiency is strong, but credit quality is deteriorating, especially in commercial real estate, and net interest margin is under pressure. Further upside is limited; investors are in a holding pattern awaiting deal completion, with risks from regulatory approval and credit trends. Read the full article on Seeking Alpha
Actualización de narrativa Apr 27

WBS: Santander Deal Risks And Rating Downgrades Will Shape Balanced Outlook

Analysts have trimmed their average price target on Webster Financial by $2, reflecting a more cautious stance as recent downgrades and concerns around deal execution balance out earlier target increases tied to the proposed Banco Santander acquisition exchange ratio. Analyst Commentary Street research on Webster Financial has shifted toward a more cautious tone, with multiple downgrades and a modest cut to the average price target offsetting earlier optimism linked to the proposed Banco Santander exchange ratio.
Actualización de narrativa Apr 12

WBS: Santander Deal Uncertainty And Rating Shifts Will Shape Balanced Outlook

Analysts have nudged the fair value estimate for Webster Financial slightly lower, trimming the implied price target by about $1 to $73.75 as they factor in updated views on the proposed Santander deal and recent shifts in rating and target activity across the Street. Analyst Commentary Recent research on Webster Financial has turned more cautious, with several firms revisiting ratings and targets as they factor in deal risk around the proposed Banco Santander acquisition and the latest sector views on regional banks.
Actualización de narrativa Mar 27

WBS: Santander Deal Risk And Mixed Downgrades Will Drive Balanced Outlook

The analyst price target for Webster Financial has edged down by about $0.09 to reflect mixed research updates, as some analysts factor in increased deal risk around the proposed Banco Santander acquisition, while others adjust targets to align with the announced exchange ratio. Analyst Commentary Recent research on Webster Financial highlights a clear split between bullish and bearish views, with opinions hinging on how investors weigh the proposed Banco Santander acquisition, deal risk, and the valuation implied by the exchange ratio.
Actualización de narrativa Mar 11

WBS: Santander Deal Uncertainty And Mixed Ratings Will Shape Balanced Outlook

The analyst price target for Webster Financial has nudged higher in our model to $74.92 from $74.77, as analysts factor in the proposed Banco Santander exchange ratio, a series of refreshed targets across the regional bank group, and emerging deal approval risks flagged in recent research. Analyst Commentary Recent Street research around Webster Financial has turned more polarized, with one camp focusing on deal math and sector re-rating potential, and another zeroing in on execution and regulatory risks tied to the proposed Banco Santander transaction and broader bank sector assumptions.
Actualización de narrativa Feb 24

WBS: Takeover Deal And Neutral Ratings Will Shape Balanced Future Outlook

Analysts made a small upward adjustment to their blended price target for Webster Financial to about $74.77, reflecting updated assumptions around a slightly higher future P/E multiple, even as recent research has shifted toward more neutral ratings across the bank group. Analyst Commentary Recent research on Webster Financial has shifted toward more cautious positioning, even as price targets and valuation assumptions are being fine tuned rather than completely reset.
Actualización de narrativa Feb 10

WBS: Takeover Prospects And Loan Demand Will Shape Balanced Future Outlook

Analysts have trimmed their price target on Webster Financial to about $74.64 from $75.41, reflecting slightly softer assumptions for revenue growth and margins. This is partly offset by a modestly higher future P/E and a series of recent rating and target changes across the Street.
Actualización de narrativa Jan 26

WBS: Improving Loan Demand And Share Buybacks Will Support Future Upside

Analysts have increased their average price target for Webster Financial to about $75.41 from $74.71, citing relatively stable regional bank outlooks, expectations for improving loan and revenue growth, and company specific commentary on firmer loan demand balanced against pressure on net interest margins. Analyst Commentary Recent research updates on Webster Financial reflect a mix of optimism around growth and valuation, paired with some caution on margins and sector level factors.
Actualización de narrativa Jan 12

WBS: Loan Demand And Balance Sheet Trends Will Support Future Upside

Narrative Update: Analyst Target Reset for Webster Financial The updated analyst price work for Webster Financial reflects a modest uplift in implied fair value to about $74.71 from roughly $71.76, as analysts point to relatively stable regional bank outlooks, improving loan and revenue growth expectations, and supportive sector drivers highlighted in recent target changes across the stock's coverage. Analyst Commentary Recent research on Webster Financial clusters around a broadly constructive view, with most updates reflecting higher price targets and an emphasis on loan growth, balance sheet momentum, and relative value among regional and mid cap banks.
Actualización de narrativa Dec 16

WBS: Share Repurchases And Strong Margins Will Support Future Upside Potential

Analysts have nudged their price target for Webster Financial modestly higher to approximately 71.76 dollars from about 71.59 dollars, citing slightly improved profit margin expectations. These expectations more than offset a small reduction in projected revenue growth and a lower anticipated future price to earnings multiple.
Actualización de narrativa Oct 10

New Healthcare Legislation And Digital Banking Will Unlock Future Opportunities

The analyst price target for Webster Financial has increased modestly by $0.77 to $71.59. Analysts cite improving asset quality, resilient profitability metrics, and a constructive macro backdrop as factors supporting the outlook for the bank.
Actualización de narrativa Sep 26

New Healthcare Legislation And Digital Banking Will Unlock Future Opportunities

Webster Financial’s consensus price target saw a slight upward revision to $70.82, driven by improved asset quality, loan growth expectations, favorable credit outlook, and industry tailwinds such as deregulation and constructive macroeconomic conditions. Analyst Commentary Improved asset quality and stabilization of credit outlook are supporting higher price targets.
Artículo de análisis Aug 03

Webster Financial (NYSE:WBS) Has Affirmed Its Dividend Of $0.40

Webster Financial Corporation ( NYSE:WBS ) has announced that it will pay a dividend of $0.40 per share on the 21st of...
Seeking Alpha Apr 07

I Can Finally Bank On Webster Financial Corporation

Summary Webster Financial Corporation's stock has dropped 21.3% since October 2024, outperforming the S&P 500's 13.4% decline, prompting a shift from 'hold' to a 'buy'. Despite a rise in provisions for credit losses, Webster Financial's net interest income and balance sheet have shown growth, indicating a resilient financial position. The company's valuation is attractive, with a price-to-earnings multiple of 7.8, making it cheaper than comparable firms, though asset quality metrics are mixed. Improved balance sheet metrics, including reduced debt and increased deposits and loans, justify a cautious upgrade in the stock's rating. Read the full article on Seeking Alpha
Seeking Alpha Jan 07

Webster Financial: Risks Are Exaggerated

Summary Webster Financial Corporation, founded in 1935, operates primarily in Connecticut, Massachusetts, Rhode Island, and New York through its subsidiary, Webster Bank. The bank has some meaningful exposure to CRE and multifamily loans, but the credit risks don't seem as high as the stock price would have you believe. Based on guidance, the operating results should improve, and the current rate trajectory coupled with the bank's balance sheet positioning reflects no pressure on NII from repricing. The dividend yield is high in relation to the very low payout ratio, and it's unlikely that any scenario would cause dividend suspension. The valuation is also very attractive, and the last dip created a good entry opportunity. Read the full article on Seeking Alpha
Seeking Alpha Oct 18

Webster Financial: Shares Roar Higher On Solid Outlook, Yet I Retain 'Hold'

Summary Webster Financial stock surged 11.6% on October 17th after Q3 2024 results, despite mixed performance and a previous 'hold' rating. Webster's net interest income dropped 2.7% year-over-year, but deposits and loans increased, showing balance sheet strength. Valuation remains a concern, with a price-to-earnings multiple of 11.3 and return on equity not impressively high. Despite the positive outlook and relative cheapness, I maintain a 'hold' rating on WBS stock due to valuation and return on equity concerns. Read the full article on Seeking Alpha
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Nueva narrativa Aug 27

Tactical Partnerships And Tech Investments Propel Growth Amid Financial Challenges

Strategic partnerships, fresh executive leadership, and technological investments are poised to enhance Webster Financial's balance sheet flexibility and operational efficiencies, diversifying income
Seeking Alpha Jul 19

Webster Financial: Not Yet Ready For An Upgrade

Summary Webster Financial Corporation stock was downgraded to "hold" in January after a 41% spike, but has since dropped 16.8%, and is now down some. Despite weak financial results in Q1 2024, shares are attractively priced on a relative basis, with low trading multiples compared to similar firms. With asset quality mixed and shares not yet cheap enough on an absolute basis, the stock isn't ready for an upgrade just yet, though it's inching closer that way. Read the full article on Seeking Alpha
Seeking Alpha Apr 26

Webster Financial: Market Reaction May Have Been Exaggerated

Summary Webster Financial's earnings report caused the stock to plummet by 4% as it missed earnings and revenue estimates. The bank's loan portfolio is growing, but concerns arise as originations decline and demand for loans slows due to high-interest rates. WBS is focusing on increasing the yield on its securities portfolio to compensate for stagnant loan yields and generate positive net interest income. Read the full article on Seeking Alpha
Seeking Alpha Jan 24

Webster Financial Corporation: Loan Growth Slows But Management Remains Optimistic

Summary Webster Financial Corporation missed analysts' expectations for EPS and revenue in Q4 2023. Loan growth is slow, except for commercial real estate loans. The securities portfolio is increasing and maturing securities will be reinvested at current market rates. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de John Ciulla en comparación con los beneficios de Webster Financial?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$994m

Dec 31 2025US$8mUS$1m

US$975m

Sep 30 2025n/an/a

US$898m

Jun 30 2025n/an/a

US$831m

Mar 31 2025n/an/a

US$754m

Dec 31 2024US$6mUS$1m

US$744m

Sep 30 2024n/an/a

US$752m

Jun 30 2024n/an/a

US$785m

Mar 31 2024n/an/a

US$838m

Dec 31 2023US$8mUS$1m

US$843m

Sep 30 2023n/an/a

US$902m

Jun 30 2023n/an/a

US$910m

Mar 31 2023n/an/a

US$858m

Dec 31 2022US$8mUS$1m

US$623m

Sep 30 2022n/an/a

US$493m

Jun 30 2022n/an/a

US$358m

Mar 31 2022n/an/a

US$273m

Dec 31 2021US$5mUS$1m

US$399m

Sep 30 2021n/an/a

US$348m

Jun 30 2021n/an/a

US$322m

Mar 31 2021n/an/a

US$281m

Dec 31 2020US$3mUS$995k

US$211m

Sep 30 2020n/an/a

US$242m

Jun 30 2020n/an/a

US$266m

Mar 31 2020n/an/a

US$311m

Dec 31 2019US$4mUS$961k

US$373m

Compensación vs. Mercado: La compensación total de John($USD8.20M) está por debajo de la media de empresas de tamaño similar en el mercado US ($USD14.81M).

Compensación vs. Ingresos: La compensación de John ha aumentado más de un 20% en el último año.


CEO

John Ciulla (60 yo)

8.4yrs
Permanencia
US$8,202,355
Compensación

Mr. John R. Ciulla is Chairman, President and CEO of Webster Financial Corporation from December 2025. He joined the Webster Financial Corporation in 2004. He was Director of Webster Financial Corporation...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
John Ciulla
Chairman & CEO8.4yrsUS$8.20m0.19%
$ 22.2m
Luis Massiani
President & COO4.4yrsUS$4.51m0.093%
$ 10.8m
William Holland
CFO & Executive VP1.8yrsUS$3.80m0.032%
$ 3.7m
Charles Wilkins
Head of HSA Bankno dataUS$1.82m0.027%
$ 3.2m
Christopher Motl
President of Commercial Banking9.4yrsUS$3.69m0.058%
$ 6.8m
Kristen Antonopoulos
Chief Accounting Officerless than a yearsin datos0.0046%
$ 534.0k
Vikram Nafde
Chief Information Officer4yrssin datos0.020%
$ 2.4m
Emlen Harmon
Senior MD & Director of Investor Relationsno datasin datossin datos
Kristy Berner
Executive VP2.8yrsUS$1.97m0.015%
$ 1.7m
Javier Evans
Executive VP & Chief Human Resources Officer4.4yrssin datos0.018%
$ 2.1m
Gregory Madar
Senior MD & Corporate Controller2.6yrssin datos0.0051%
$ 598.4k
Elzbieta Cieslik
Chief Audit Officerno datasin datos0.012%
$ 1.4m
4.0yrs
Permanencia media
55yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de WBS se considera experimentado (4 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
John Ciulla
Chairman & CEO8.4yrsUS$8.20m0.19%
$ 22.2m
Laurence Morse
Independent Director22.4yrsUS$240.37k0.017%
$ 1.9m
William Atwell
Independent Director11.9yrsUS$241.90k0.020%
$ 2.4m
Mark Pettie
Independent Director17.2yrsUS$239.68k0.022%
$ 2.6m
Maureen Mitchell
Independent Director4.4yrsUS$235.37k0.011%
$ 1.2m
Mona Aboelnaga Kanaan
Independent Director4.4yrsUS$240.37k0.0098%
$ 1.1m
John Cahill
Independent Director4.4yrsUS$231.35k0.018%
$ 2.1m
E. Hayles
Independent Director7.7yrsUS$257.87k0.0086%
$ 1.0m
William Whiston
Independent Director4.4yrsUS$235.37k0.014%
$ 1.6m
Lauren States
Independent Director9.8yrsUS$247.87k0.0098%
$ 1.2m
Richard O'Toole
Lead Independent Director4.4yrsUS$277.87k0.018%
$ 2.1m
William Haas
Independent Director1.9yrsUS$243.39k0.0039%
$ 452.0k
6.0yrs
Permanencia media
70yo
Promedio de edad

Junta con experiencia: La junta directiva de WBS se considera experimentada (6 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/08 04:26
Precio de las acciones al final del día2026/06/05 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Webster Financial Corporation está cubierta por 29 analistas. 11 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Bruce HartingBarclays
Jared David ShawBarclays
Jason GoldbergBarclays